Rethinking the AI Trade 9/5/25
Episode 44 min 17s

Rethinking the AI Trade 9/5/25

From Halftime Report CNBC
Frank Holland and the Investment Committee debate the AI trade after another big pullback in shares of Nvidia. Plus, Broadcom soars to new highs after earnings, it’s our Chart of the Day. And later, the desk shares their latest portfolio moves. Investment Committee Disclosures

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